Independent Portfolio Consultants’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-9,190
| Closed | -$289K | – | 810 |
|
|
2017
Q1 | $289K | Sell |
9,190
-3,220
| -26% | -$101K | 0.1% | 277 |
|
|
2016
Q4 | $356K | Sell |
12,410
-582
| -4% | -$16.7K | 0.12% | 247 |
|
|
2016
Q3 | $349K | Sell |
12,992
-1,190
| -8% | -$32K | 0.11% | 265 |
|
|
2016
Q2 | $358K | Sell |
14,182
-910
| -6% | -$23K | 0.11% | 255 |
|
|
2016
Q1 | $392K | Sell |
15,092
-9,640
| -39% | -$250K | 0.11% | 250 |
|
|
2015
Q4 | $665K | Sell |
24,732
-21,480
| -46% | -$578K | 0.2% | 152 |
|
|
2015
Q3 | $1.26M | Sell |
46,212
-1,638
| -3% | -$44.8K | 0.27% | 114 |
|
|
2015
Q2 | $1.47M | Buy |
47,850
+12,810
| +37% | +$395K | 0.29% | 115 |
|
|
2015
Q1 | $1.16M | Buy |
35,040
+3,550
| +11% | +$117K | 0.24% | 144 |
|
|
2014
Q4 | $876K | Sell |
31,490
-12,240
| -28% | -$340K | 0.18% | 174 |
|
|
2014
Q3 | $1.26M | Sell |
43,730
-3,970
| -8% | -$115K | 0.34% | 68 |
|
|
2014
Q2 | $1.39M | Buy |
+47,700
| New | +$1.39M | 0.39% | 49 |
|